Conor Duffy is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2018 in various capacities. He began his career as a Financial Representative Intern at AXA Advisors LLC in 2017 before joining Fidelity Investments as a Workplace Planning Associate in 2018. Since then, he has progressed through roles including Workplace Planning Consultant, Financial Representative, Relationship Manager, and Planning Consultant, culminating in his current position starting in 2025. Throughout his tenure at Fidelity Investments, Conor has focused on developing individualized financial plans tailored to clients' specific needs, preferences, and goals. His experience spans private wealth management and client relationship management, emphasizing personalized financial planning strategies. Outside of his professional work, Conor enjoys baseball, fishing, kayaking, spending time with friends at social events, and caring for his pets.

Jonathan Moore is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at UBS since 2014, following a tenure at Fidelity Brokerage Services starting in 2004. Outside of his advisory role, Moore serves on the Finance Committee for the Town of Ashland, MA, and acts as an alumni chapter counselor for Sigma Phi Epsilon at UMass Amherst. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform of capital markets and advisory solutions.

Gerard Nizich is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He previously worked for American Portfolios Financial Services, Inc. for eight years. In addition to his advisory role, he is involved in a national insurance brokerage focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management platforms.

Andrew Bonetti is a CFP® with 14 years of industry experience, currently associated with Cetera. He has held roles at Cetera Advisors LLC, CCR Wealth Management, and Shepherd Kaplan LLC. He serves on the board of the Baypath Humane Society of Hopkinton, focusing on finance and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Christopher Tracy is a financial advisor with Morgan Stanley in Wellesley, MA, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Tracy serves on the Finance and Operations Committee of the Boys & Girls Club of Metrowest, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside broader institutional capabilities.

Kristen Heller is a Series 66-licensed financial advisor with six years of industry experience, currently associated with Cambridge Investment Research Advisors. Her work history includes roles at Mass Mutual Investors Services and Baystate Financial. She is also active as an independent insurance agent and is involved with the Libre Advisor Network, which provides education and resources to advisors. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Benjamin Chwalek is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Tour the Hill Boulder, Aircare Marketing, and CB Equities, as well as academic experience at the University of Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, supporting both discretionary and non-discretionary advisory mandates.

Gennady Shuster is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved with Liberty Mutual Comparison Agency, selling personal property and casualty insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and wrap programs.

Timothy Burgess is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2004. Outside of his advisory work, he owns a single-family real estate property in Little Compton, Rhode Island. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes overseen by a specialized team to deliver tailored retirement income advice.

Martin Stocklan is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Martin has been a Wealth Advisor for 45 years. He holds a Bachelor of Science in Business Administration from Babson College and a Master of Business Administration from Harvard Business School. Martin also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Martin has interests in baseball, basketball, billiards, football, ice hockey, reading, spending time with his family, and tennis. He is associated with several professional organizations, including AIPAC, SquashBusters, CAMERA, and Friends of the IDF.

Scott Gaddis is a financial advisor with LPL Financial in Brighton, MA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in voice acting and audio narration as a musician and serves with USA Hockey in a non-investment role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Molly Slowe is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, State Street Global Advisors, and Vistra. Prior to her finance career, she completed full-time education at Boston College. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning through structured processes and a variety of investment programs.

William Dusett Jr. is a CFP® with 25 years of industry experience currently associated with LPL Enterprise. He previously worked at Pruco Securities, LLC for 23 years and has been affiliated with Prudential Insurance Company of America throughout his career. Outside of his advisory role, he assists his son in selling comic books online through Cavalcade Collectibles. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors.

Stephen Bradley is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. since 2018. Prior to this, he worked at UBS Financial Services for 14 years. He is also the CEO of Bradley & Stayton Wealth Management Group, a wealth management support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and maintains specialized programs supporting municipal finance and SIMPLE IRA employer advisory services.

David Baker is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2025. Prior to his advisory role, he was a minority owner of Lord Hobo, a craft beer maker. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through both in-house programs and third-party managers.

Yuebin Zhang is a financial advisor with Merrill in Wellesley Hills, MA, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill Lynch since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a variety of client types including individuals, high-net-worth clients, and institutional accounts.

Katie Lee Kallin is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Cetera and its affiliates since 2013 and is also involved with Illuminative Inc. Beyond her advisory work, she creates content on TikTok and YouTube focused on personal weight loss, health, fitness, and motherhood topics. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform that supports a variety of program structures and investment strategies.

William Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Meghan Geary is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. The firm provides a wide range of advisory services to individuals and institutional clients, including financial planning and estate planning strategies. Morgan Stanley Wealth Management manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and models.

Bruce Munger Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He supports clients in developing strategies to manage personal and business finances, focusing on areas such as college education planning, family wealth management strategies, liquidity management, retirement planning, socially responsible and values-based investing, and women and wealth. Bruce emphasizes a personalized approach, working one-on-one to tailor financial strategies that align with his clients' long-term goals. Bruce holds a Bachelor of Arts degree in Economics and Mathematics from Bowdoin College and a Master of Science degree in Accounting from Northeastern University. He is a CERTIFIED FINANCIAL PLANNER™ certificant and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been with Merrill Lynch Wealth Management since 1993. Beyond his professional work, Bruce is involved in his community through volunteering and has served on the boards of various organizations including The Joy of Music Program, The Boys and Girls Club of Worcester, and The Skating Club of Boston. He resides in Worcester with his wife and two children. His personal interests include biking, golfing, skiing, tennis, and traveling.